AnyBook4Less.com - ISBN: 0471380407 - Values-Based Estate Planning: A Step-by-Step Approach toWealth Transfer for Professional Advisors by Scott C. Fithian

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Values-Based Estate Planning: A Step-by-Step Approach toWealth Transfer for Professional Advisors

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Title: Values-Based Estate Planning: A Step-by-Step Approach toWealth Transfer for Professional Advisors
by Scott C. Fithian
ISBN: 0-471-38040-7
Publisher: John Wiley & Sons
Pub. Date: 31 March, 2000
Format: Hardcover
Volumes: 1
List Price(USD): $39.95

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Average Customer Rating: 5 (1 review)

Customer Reviews

Rating: 5
Summary: Honoring Your Values via Gifts and Bequests
Comment: Many estate planners fail to adequately understand a client's personal values and priorities and merely plug into a standardized will and trust setup. This book provides a systematic method for analyzing and implementing needs for personal financial security, gifts to family, and charitable giving. The audience for the book is clearly professional financial planners, but wealthy individuals will find the author's approach helpful.

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